12 Step Training – Aptora Support

12 Step Training – Lesson 1: Basic Navigation and Contact Management

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Lesson 1 | Basic Navigation and Contact Management 8 Topics | 1 Quiz

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Lesson Content

0% Complete 0/8 Steps

1.1 | Watch Videos

1.2 | How to Locate and Organize Contacts

1.3 | Using the Advanced Search to Locate Anything

1.4 | How to Enter A Customer

1.5 | Entering Job and Sub-Customers

1.6 | Viewing Customer History

1.7 | Recording Notes in the Contact Log

Lesson 1 Homework

Lesson 1 Test | Basic Navigation and Contact Management

Lesson 2 | Ordering & Receiving Inventory 4 Topics | 1 Quiz

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Lesson Content

0% Complete 0/4 Steps

2.1 | Watch Videos

2.2 | Introducing Invoice Item Types

2.3 | Create Purchase Orders (POs)

2. 4 | Receiving Items into Stock

Lesson 2 Test | Ordering & Receiving Inventory

Lesson 3 | Entering Bills, Credit Card Charges, and Paying Bills 5 Topics | 1 Quiz

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Lesson Content

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3.1 | Watch Videos

3.2 | Entering Bills for Received Items

3.3 | Understanding Vendor Credits

3.4 | Paying Bills

3.5 | Homework

Lesson 3 Test | Entering Bills, Credit Card Charges, and Paying Bills

Lesson 4 | Invoicing, Receiving Payments, and Making Deposits 7 Topics | 1 Quiz

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Lesson Content

0% Complete 0/7 Steps

4.1 | Watch Videos

4.2 | Quick Refresher on Invoice Items and Types

4.3 | The Basics on Sales Tax

4.4 | Entering Invoices

4.5 | How to Create and Apply Customer Credits

4.6 | Receiving Payments

4.7 | Homework

Lesson 4 Test | Invoicing, Receiving Payments, and Making Deposits

Lesson 5 | Service Agreements 7 Topics | 1 Quiz

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Lesson Content

0% Complete 0/7 Steps

5.1 | Watch Videos

5.2 | Understanding the Service Agreement Item Type

5.3 | Selling a Service Agreement

5.4 | Planned Maintenance and Managing SA Work Orders

5.5 | How to Renew a Service Agreement

5.6 | Introduction to Service Agreement Escrow Accounting

5.7 | Homework

Lesson 5 Test | Service Agreements

Lesson 6 | Estimating and Sales Proposals 5 Topics

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Lesson Content

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6.1 | Watch Videos

6.2 | Review Invoice Items and Types

6.3 | Creating Estimates

6.4 | Printing and Emailing

6.5 | Homework

Lesson 7 | Scheduling and Dispatching 5 Topics | 1 Quiz

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Lesson Content

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7.1 | Watch Videos

7.2 | Entering Appointments

7.3 | Entering Work Orders

7.4 | Using the Schedule Board

7.5 | Homework

Lesson 7 Test | Scheduling and Dispatching

Lesson 8 | Payroll Setup and Processing 9 Topics | 1 Quiz

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Lesson Content

0% Complete 0/9 Steps

8.1 | Watch Videos

8.2 | Entering Payroll Items

8.3 | Setting Up Payroll Templates and Employee Payroll

8.4 | Recap Lesson: Entering Timesheets

8.5 | Process Pay Group and Sales Commissions

8.6 | Process Pay Checks

8.7 | Editing, Printing Paychecks, and Direct Deposit

8.8 | Paying and Adjusting Payroll Liabilities

8.9 | Homework

Lesson 8 Test | Payroll Setup and Processing

Lesson 9 | Aptora Mobile II 10 Topics

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Lesson Content

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9.1 | Watch Videos

9.2 | Logging In

9.3 | Understanding the Dashboard

9.4 | Looking up Customer and Equipment History

9.5 | Work Orders

9.6 | Creating Invoices and Taking Payments

9.7 | Formatting, Previewing, and Emailing Work Orders and Invoices

9.8 | App vs. Browser Version

9.9 | Converting Mobile Invoices to Invoices in Total Office Manager

9.10 | Homework

Lesson 10 | Open Q&A 2 Topics

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Lesson Content

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10.1 | Introduction

10.2 | Homework

Lesson 11 | Users, Security, and Preferences 4 Topics | 1 Quiz

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Lesson Content

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11.1 | Watch Videos

11.2 | Security and Granting Permissions

11.3 | Understanding the Audit Trail

11.4 | Homework

Lesson 11 Test | Users, Security, and Preferences

Lesson 12 | Managing Sales Leads and Tracking Marketing Campaigns 4 Topics | 1 Quiz

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Lesson Content

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12.1 | Introduction

12.2 | Entering and Managing Sales Opportunities (Leads)

12.3 | Introduction to the Marketing List Generator

12.4 | Homework

Lesson 12 Test | Managing Sales Leads and Tracking Marketing Campaigns

12 Step Training – Lesson 1: Basic Navigation and Contact Management

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